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This profile was last updated on 8/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Group Regulatory Director

Phone: +44 *** *** ****  HQ Phone
Perspective Financial Group Limited
Paradigm House Brooke Court
Wilmslow, Cheshire SK9 3ND
United Kingdom

Company Description: Perspective announced the takeover as it unveiled maiden results that showed it made an operating profit of £450,000 on turnover of £3.1 million in 2008. The firm...   more
Background

Employment History

Education

  • Diploma , Financial Planning
  • degree of leniency
89 Total References
Web References
People | Perspective Financial Group Limited
www.pfgl.co.uk, 14 Aug 2014 [cached]
Julie Hepworth
...
Julie Hepworth Group Regulatory Director
Julie is responsible for the design, execution and oversight of the Group's Regulatory Framework. Julie is a main board director of Perspective and also sits on a number of Perspective subsidiary Boards. Julie holds the Diploma in Financial Planning, is an Associate of the Chartered Institute for Securities & Investment and sits on the Association of Professional Financial Advisers (APFA) Council.
With nearly two decades of experience in the Financial Services industry, Julie is a specialist in Regulation, Risk and Governance.
SPS
www.pfgl.co.uk, 15 Dec 2013 [cached]
Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals the perils of not having a Statement of Professional Standing (SPS) before the Retail Distribution Review (RDR) deadline hits.
Julie Hepworth is group ...
www.pfgl.co.uk, 15 Dec 2013 [cached]
Julie Hepworth is group regulatory director at Perspective Financial Group.
IFA firms can find the most suitable PI cover and future-proof their businesses by taking a proactive approach when providing information to insurers, writes Julie Hepworth of Perspective Financial Group.
Julie Hepworth is group ...
www.pfgl.co.uk, 15 Dec 2013 [cached]
Julie Hepworth is group regulatory manager for the Perspective Financial Group.
Julie Hepworth, group ...
www.pfgl.co.uk, 15 Dec 2013 [cached]
Julie Hepworth, group regulatory director at Perspective Financial Group, explains.
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